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Michael G. Hansen

@Iams Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$203.711MTotal holdings145
Assets growth rate11.58%Assets growth rate (2-Q avg)11.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iams Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Iams Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 203.711M in assets, with a quarterly growth rate of 11.58% and a 2-quarter average growth rate of 11.59%. The portfolio is managed by Michael G. Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KNGFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.49%
1.07%
$2.161M
39,662 shares@ $54.49 avg price
PGProcter And Gamble Co
Recent Activity
Increased 9.8%
1.05%
$2.124M
12,262 shares@ $173.22 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.31%
1.03%
$2.089M
10,104 shares@ $206.73 avg price
IVWIshares Tr
Recent Activity
Increased 18.05%
1.03%
$2.084M
21,767 shares@ $95.75 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 21.44%
1.03%
$2.083M
11,179 shares@ $186.33 avg price
HDHome Depot Inc
Recent Activity
Increased 0.61%
1.02%
$2.078M
5,126 shares@ $405.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -20.91%
1.01%
$2.054M
16,914 shares@ $121.45 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -0.7%
1%
$2.034M
22,825 shares@ $89.12 avg price
NVONovo-nordisk A S
Recent Activity
Increased 7.22%
1%
$2.025M
17,003 shares@ $119.07 avg price
WFCWells Fargo Co New
Recent Activity
Increased 8.78%
0.98%
$1.985M
35,145 shares@ $56.5 avg price